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Employee Navigator Acquires Ease: How to prepare for the transition

Written by HR Tech Solutions | Jan 30, 2024 4:55:27 AM

If you’re an Ease customer, it’s not breaking news that Employee Navigator has purchased Ease and is merging them within their current platform. 

This will result in the company growing to support over 150,000 businesses with over 300 integrations. Making Employee Navigator one of the biggest Benefit Administration vendors in the industry. 

Employee Navigator CEO states in an official press release, “Our priority is to move all of Ease’s key features to Employee Navigator and to build a migration tool to make the transition as seamless as possible for brokers and your customers.” 

Crucial information you need to know in regards to Employee Navigator's acquisition of Ease:

Here are the key takeaways from the press release that you need to be aware of. 

  • It is unlikely that fees will change for most Ease brokers in 2024. 
  • It will be possible to use migration tools in Employee Navigator to make moving a case from Ease to Employee Navigator automatic.
  • The Employee Navigator API for Ancillary Carriers lets brokers cut down on the work of setting up plans by hand. 
  • Employee Navigator has claimed that carriers say they want to help brokers switch companies.
  • Employee Navigator says that they are going to port almost every Ease feature that is not already there. Totaling approximately 120 features to be ported.
  • The Employee Navigator team is planning some enhancements to the Ease software platform to identify employees who are missing key data fields that are creating carrier errors, improve navigation to locate carrier errors, and improve the tool that assigns errors to broker users.
  • Ease currently offers a premium HRIS component. Employee Navigator plans to release a premium HRIS product as part of the integration.

 

Employee Navigator Training and Support

 Training for brokers not familiar with Employee Navigator will be provided for all Ease users.  This will continue throughout the transition process.


How can you best prepare for the transition?

Despite Employee Navigator’s offering of migration tools and support, groups will most likely still require some configuration once migrated from Ease to Employee Navigator.  It is critical that your agency do the appropriate planning needed for a smooth transition. . As an Ease user, you need to familiarize yourself with Employee Navigator’s platform. 

This can include exploring the platform's various tools and understanding how existing data  may be migrated. Users should also think about what their organization's specific needs are and come up with questions or concerns to address during the transition. It is also important to let everyone who has a stake in the matter know about the upcoming changes

Client communication is going to be key in this transition so that they know what to expect and how the transition will affect them. Training sessions will be important for all HR users, but considerations like carrier, TPA, and payroll integrations will also play a crucial role in the planning and success of this transition.

The cost of interrupted operations, mistakes, or inefficient processes can add up quickly. Consider looking to outside expertise to ensure the transition goes as smoothly as possible. At HR Tech Solutions, we are familiar with both the configuration of Ease and Employee Navigator and can play a vital role in the planning and implementation of this transition for your agency and, most importantly, for your clients.  

We offer expert guidance in managing the shift, ensuring that the migration is seamless, and helping your organization leverage the full potential of Employee Navigator. With HR Tech Solutions, we include personalized training sessions, data migration support, and tailored advice on optimizing HR processes with the new system. It’s our priority to help Ease users like yourself confidently navigate the changeover, minimize disruption, and maximize the benefits of the new platform.